Jonathan Garner News Today

The mark set at the peak of the 1980s bubble is surpassed at one point Thursday as foreign investors pile into market.

Jonathan Garner says Indias bull market is backed by earnings growth and GDP growth.

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We also like consumer discretionary and property. We are restricted, unfortunately, in talking about individual financial stocks but the names that we have in our focus list from India at the moment are DLF, Larsen & Toubro, Maruti Suzuki and then the mega cap Reliance Industries.

​So for India, that is not such a problem because the Indian economy, of course, is also doing very well. It is in a virtuous cycle of improving nominal growth, earnings growth, capital inflows. So the currency is far more resilient in the face of dollar strength than in the past.

China’s stock and bond markets are giving a clear signal to policymakers that they need to take more steps to revive investor confidence. Stocks fell for a third day Tuesday, paring last week’s rebound that was driven by optimism over a market rescue package. The benchmark 10-year bond yield dropped…

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Sentenced: Jonathan Garner, 32, Napoleon, no operator’s license, $100 fine; speed, $65 fine; no safety belt, $30 fine; driving under suspension, dismissed.

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